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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,511 | $154,467+64.8% | $130,270+95.4% | $139,487+82.5% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.3%-26.3pp | 80.3%-30.3pp |
| Annual return | 16.92% | 30.58%-13.7pp | 38.89%-22.0pp | 373.84%-356.9pp |
| Employer contribution / active EE | $3,415 | $5,175-34.0% | $4,128-17.3% | $4,755-28.2% |
| Participant deferral / active EE | $14,514 | $8,497+70.8% | $6,797+113.5% | $6,713+116.2% |
| Admin fee / account holder | $2,692 | $9,222-70.8% | $6,022-55.3% | $11,407-76.4% |